JOEY BELLA MEMORIAL FUND INC (EIN 222873346) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Phone

9736272663

Tax Period

2024-01-01 to 2024-12-31

JOEY BELLA MEMORIAL FUND INC, founded in 1988, is a micro nonprofit in the Health Care sector that reported $77K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 32% operating margin.

Mission

The Organization provides financial assistance to families suffering from life-threatening catastrophic illness.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,804

Program Service Revenue $0

Investment Income $37,002

Other Revenue $1,622

TOTAL REVENUE $77,428

Expense Breakdown

Grants Paid $42,212

Salaries & Benefits $0

Fundraising Expenses $1,082

Program Expenses $42,212

Other Expenses $10,406

TOTAL EXPENSES $52,618

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,428	$53,546	+0.4%
Expenses	$52,618	$87,057	-0.4%
Net Income	$24,810	$-33,511	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY MIRALDI	Vice President	5.00	Officer	$0	$0	$0
LIZ RIDNER	CO TREASURER	5.00	Officer	$0	$0	$0
LIA BELLA	President & CEO	5.00	Officer	$0	$0	$0
JENNIFER MCMAHON	Secretary	5.00	Officer	$0	$0	$0
MICHAEL MAYER	Treasurer	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$77,428	$52,618	$1,394,310	$24,810
2023	$53,546	$87,057	$1,246,298	$-33,511
2022	$76,731	$56,702	$1,157,121	$20,029
2021	$89,508	$28,832	$1,274,840	$60,676
2020	$36,254	$43,803	$1,110,755	$-7,549
2019	$83,215	$41,531	$1,059,561	$41,684
2018	$103,243	$36,827	$926,829	$66,416

JOEY BELLA MEMORIAL FUND INC